| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | JKJ | 1000.00% |
| 2 | JKK | 1000.00% |
| 3 | IWD | 1000.00% |
| 4 | IUSV | 1000.00% |
| 5 | IUSG | 1000.00% |
| 6 | IWR | 1000.00% |
| 7 | ITOT | 1000.00% |
| 8 | IWS | 1000.00% |
| 9 | ISCV | 1000.00% |
| 10 | ISCG | 1000.00% |
| 11 | ISCB | 1000.00% |
| 12 | IWV | 1000.00% |
| 13 | IWB | 1000.00% |
| 14 | IYY | 1000.00% |
| 15 | XTN | 2.68% |
| 16 | MGMT | 2.58% |
| 17 | MDCP | 2.50% |
| 18 | SUPL | 2.35% |
| 19 | VSDA | 2.10% |
| 20 | TUSA | 1.96% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 3.43M (9.63%) | -5.19K Decreased by -0.15% | Sep 30, 23 |
| 2 | BlackRock Inc | 3.40M (9.55%) | 16.80K Increased by +0.49% | Sep 30, 23 |
| 3 | Kayne Anderson Rudnick Investment Management LLC | 3.19M (8.97%) | -9.83K Decreased by -0.31% | Sep 30, 23 |
| 4 | Morgan Stanley - Brokerage Accounts | 2.75M (7.73%) | -49.37K Decreased by -1.79% | Sep 30, 23 |
| 5 | Boston Partners Global Investors, Inc | 1.62M (4.54%) | -17.07K Decreased by -1.05% | Sep 30, 23 |
| 6 | T. Rowe Price Investment Management,Inc. | 1.17M (3.30%) | -683.00 Decreased by -0.06% | Sep 30, 23 |
| 7 | Victory Capital Management Inc. | 1.17M (3.29%) | -379.46K Decreased by -32.43% | Sep 30, 23 |
| 8 | State Street Corporation | 1.08M (3.05%) | 4.55K Increased by +0.42% | Sep 30, 23 |
| 9 | JPMorgan Chase & Co | 761.89K (2.14%) | -13.18K Decreased by -1.73% | Sep 30, 23 |
| 10 | Geode Capital Management, LLC | 748.95K (2.10%) | 6.98K Increased by +0.93% | Sep 30, 23 |
| 11 | Fuller & Thaler Asset Management Inc | 610.22K (1.71%) | -81.58K Decreased by -13.37% | Sep 30, 23 |
| 12 | Northern Trust Corp | 579.33K (1.63%) | -11.34K Decreased by -1.96% | Sep 30, 23 |
| 13 | FMR Inc | 579.16K (1.63%) | -229.28K Decreased by -39.59% | Sep 30, 23 |
| 14 | Dimensional Fund Advisors, Inc. | 533.69K (1.50%) | 6.96K Increased by +1.30% | Sep 30, 23 |
| 15 | Wells Fargo & Co | 430.08K (1.21%) | -1.88K Decreased by -0.44% | Sep 30, 23 |
| 16 | Amvescap Plc. | 417.93K (1.17%) | 148.49K Increased by +35.53% | Sep 30, 23 |
| 17 | Jacobs Levy Equity Management, Inc. | 400.84K (1.13%) | -10.78K Decreased by -2.69% | Sep 30, 23 |
| 18 | Bank of New York Mellon Corp | 399.00K (1.12%) | -20.81K Decreased by -5.21% | Sep 30, 23 |
| 19 | AQR Capital Management LLC | 383.92K (1.08%) | 10.75K Increased by +2.80% | Sep 30, 23 |
| 20 | Royce & Associates, LP | 367.58K (1.03%) | -3.64K Decreased by -0.99% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Eaton Vance Atlanta Capital SMID-Cap I | 1.58M (4.44%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 1.12M (3.15%) | 1.26K Increased by +0.11% | Nov 30, 23 |
| 3 | iShares Core S&P Mid-Cap ETF | 1.09M (3.06%) | -198.00 Decreased by -0.02% | Dec 29, 23 |
| 4 | Vanguard Small Cap Index | 930.84K (2.61%) | 3.77K Increased by +0.41% | Nov 30, 23 |
| 5 | JHancock Disciplined Value Mid Cap I | 873.35K (2.45%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 6 | Victory Sycamore Established Value R | 780.00K (2.19%) | -260.00K Decreased by -33.33% | Sep 30, 23 |
| 7 | Fuller & Thaler Behavioral Sm-Cp Eq R6 | 575.83K (1.62%) | -74.62K Decreased by -12.96% | Sep 30, 23 |
| 8 | Fuller & Thaler Behavioral Small-Cap Eq | 575.83K (1.62%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 9 | Vanguard Institutional Extnd Mkt Idx Tr | 522.25K (1.47%) | 12.03K Increased by +2.30% | Nov 30, 23 |
| 10 | Vanguard Small Cap Growth Index Inv | 521.20K (1.46%) | 3.30K Increased by +0.63% | Nov 30, 23 |
| 11 | T. Rowe Price Small-Cap Value | 486.30K (1.37%) | -1.00K Decreased by -0.21% | Sep 30, 23 |
| 12 | Virtus KAR Small-Cap Core I | 409.51K (1.15%) | -8.50K Decreased by -2.08% | Sep 30, 23 |
| 13 | JPMorgan Small Cap Equity A | 348.36K (0.98%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 14 | JPM US Small Cap Core-Composite | 324.11K (0.91%) | -24.22K Decreased by -7.47% | Dec 31, 23 |
| 15 | SPDR® S&P MIDCAP 400 ETF Trust | 287.84K (0.81%) | -2.48K Decreased by -0.86% | Nov 30, 23 |
| 16 | Pacer US Cash Cows 100 ETF | 257.06K (0.72%) | 1.01K Increased by +0.39% | Dec 29, 23 |
| 17 | Robeco BP US Premium Equities IH € | 234.82K (0.66%) | -3.37K Decreased by -1.43% | Nov 30, 23 |
| 18 | iShares S&P Mid-Cap 400 Growth ETF | 221.49K (0.62%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 19 | T. Rowe Price U.S. SC Value Eq Tr-Z | 216.93K (0.61%) | 200.00 Increased by +0.09% | Sep 30, 23 |
| 20 | State St Russell Sm/Mid Cp® Indx NL Cl C | 208.14K (0.58%) | 2.20K Increased by +1.06% | Dec 31, 23 |